See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,990 | $85,202-88.3% | $172,739-94.2% | $72,985-86.3% |
| Participation rate | 85.4% | 70.1%+15.3pp | 82.6%+2.7pp | 69.5%+15.9pp |
| Annual return | 17.41% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $680 | $3,324-79.6% | $5,143-86.8% | $2,440-72.1% |
| Participant deferral / active EE | $923 | $3,260-71.7% | $5,198-82.2% | $3,607-74.4% |
| Admin fee / account holder | $501 | $5,884-91.5% | $13,954-96.4% | $5,124-90.2% |